Content (649)
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White papersDeep waves: The demographic wave—the tide is going out
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s Kim Catechis.
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White papersDisruptive Technology Views: Why public—not private—blockchains truly enable Web3 and decentralized finance
In this issue of Disruptive Technology Views, we explore the advantages of public blockchains versus the disadvantages of private blockchains and outline the benefits of decentralized finance over traditional finance as they relate to the security lending markets.
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White papersIndia: Unlocking the potential
In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, according to Templeton Global Macro.
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White papersFixed Income Sector Views: Walking, not running, the last mile of inflation
Franklin Templeton Fixed Income believes the US economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.
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White papersDirect lending is not going away
A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa, from Benefit Street Partners Managing Director Anant Kumar.
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White papersEmerging Markets Equity: Diversifying supply chains
Franklin Templeton Emerging Markets Equity expects multinational companies to maintain at least part of their production capabilities in China, while continuing to expand or enter new markets.
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White papersCentral Bank Watch: Easing on the horizon
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papersDollarisation in emerging markets
The Franklin Templeton Fixed Income team believes nations facing economic turmoil, marked by currency devaluation and hyperinflation, see dollarisation as a fast track to restoring economic equilibrium.
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White papersThe case for US and EU industrial real estate
Notwithstanding some near-term challenges and regional differences, Clarion believes industrial real estate will remain a compelling long-term investment opportunity across the European Union and the United States.
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White papersReady for a deluge of new high-yield issuance?
US high-yield issuers are likely to refinance their pandemic-era debt and potentially benefit from lower interest rates in the next two years. The US Federal Reserve’s pause in rate hikes, the market’s expectations of rate cuts and the increase in mergers and acquisitions may incentivize high-yield issuers to come to market sooner rather than later, according to Glenn Voyles.
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White papersCredit markets: Finding opportunities requires patience and persistence
Brandywine Global sees plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.
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White papers2024 Private Markets Outlook: Compelling opportunities amid a liquidity crunch
After a challenging 2023, we think that institutions who can be a provider of liquidity to others or have the flexibility to deploy additional capital will be able to take advantage of some unique and compelling risk-return opportunities in 2024.
